What do I need to do before using Easy MTD VAT?

Before you can start using Easy MTD VAT to submit VAT returns and view VAT obligations, liabilities and payments, you must perform the following actions:

Business

  • It is likely your business has a Government Gateway (HMRC Services) account so dig out your User ID and Password. You'll need them for a couple of the steps below. You'll also need your VAT registration number.
  • Sign up your business for Making Tax Digital for VAT. Answer Yes to the "software" related questions and make sure you action the email HMRC send to you at the end of the sign up process. HMRC can take a number of days to finalise the sign-up so make sure you do it at least one week before you need to submit a VAT return.
  • Download, install and launch Easy MTD VAT.
  • Create a client within Easy MTD VAT. Make sure you specify the VAT registration number that is associated with the business you signed up to Making Tax Digital for VAT.
  • In Easy MTD VAT, grant authority to Easy MTD VAT to interact with HMRC for the selected client.
  • To submit a VAT return you'll need to sign up for a Fly Software account and you'll need to buy a submission token. You'll also need to ensure your 9 VAT figures are contained in an Excel spreadsheet or CSV file in the valid format.

Agent

  • It is likely you have a Government Gateway (HMRC Services) account so dig out your User ID and Password. You'll need them for a couple of the steps below.
  • Sign up for an Agent Services account or sign in to an existing one.
  • Connect your Agent Services account with your client relationships. You do this by clicking the "Allow this account to access existing client relationships" link in your Agent Services account. Following this you specify your "old" Government Gateway (HMRC Services) User ID and Password, the Agent Services account number (ARN) received during sign up to your Agent Services account, and a few other things.
  • Make sure your clients are signed up for Making Tax Digital. Your client can do this or you can do it for them. HMRC can take a number of days to finalise the sign-up so make sure you do it at least one week before you need to submit a VAT return.
  • Download, install and launch Easy MTD VAT.
  • Create a client within Easy MTD VAT. Make sure you specify the VAT registration number associated with a client that has signed up to Making Tax Digital for VAT. Also add an Agent Reference (this can be anything you like). Repeat this process for all your clients, remembering to specify the same Agent Reference for each one.
  • In Easy MTD VAT, grant authority to Easy MTD VAT to interact with HMRC for the selected client and all other clients that have the same Agent Reference.
  • To submit a VAT return you'll need to sign up for a Fly Software account and you'll need to buy a submission token. You'll also need to ensure your 9 VAT figures are contained in an Excel spreadsheet or CSV file in the valid format.

NOTE: HMRC may change these steps at any time.

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